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- Create side tickets
- Template Management: Define templates to speed up the side tickets creation.
- Template grouping: Group templates in the dropdown menu.
- Clone template function
- Release templates for groups: Each group is only able to see the side tickets templates released for that group
- Support of placeholders in the templates
- ‘Direct ticket’ mode in the templates
- Draft mode
- Push & Pull function
- Solve all side tickets when the main ticket is solved or closed.
1. Create side tickets
2. Template management
3. Template Grouping
You can group your templates into specific groups the same way as it is done with macros. Just write two colons in the template name in order to group the template.
Agents will see the created group in the sidebar as well.
4. Clone the template
You can clone the template you’ve already set up to make similar templates in one click. Just press the clone button near the name and color field of the template.
5. Release templates for groups
On the template page, you can select the groups that will have access to the selected template. By default, every group can see the template. You need to toggle “Visible for all groups” and then choose the groups which you want to have access to the current template.
6. Support of placeholders in the templates
You can use Zendesk placeholders in the ticket subject and ticket description. For more information about placeholders, visit our support page.
7. ‘Direct ticket’ mode in the templates
You can use direct ticket mode as an alternative to regular side tickets templates. The main advantage of this mode is that you can copy all messages from the main ticket directly to the new one.
To turn this mode on, you should toggle the "Direct ticket" switch in the template.
Once agents choose this template in the dropdown menu of ticket sidebar, they will see a modal window of direct ticket.
Every field is the same as in the ticket. But in the direct ticket menu, you can press copy and forward buttons from the comment to copy this comment into the new ticket. Copy button just pastes the same comment. On the contrary, the Forward button will add a header before the comment with the sender and recipient information. Also, you can manually choose and add different attachments to the new ticket. See example below.
8. Draft mode
You can save the current state of the direct ticket with filled fields and close the menu in case you forgot to fill a mandatory custom field or you need some other information from other tickets. Just press the “Save button” in the right-top corner of the direct ticket menu. When you do everything you want, you can open the saved state of the direct ticket menu using the button in the ticket sidebar. Also you can delete the saved state if you don’t need it. Press the cross button.
9. Push & Pull function
You can exchange the comments between the main ticket and any of the side tickets. To access this feature, press the corresponding button in the ticket sidebar to open the menu.
In the push and pull menu, you can choose which comments or attachments you want to transfer to another ticket by pressing the arrow button. Also, you can make the comments private using the toggle.
10. Solve all side tickets when the main ticket is solved or closed
Once the main ticket is solved or closed, you can solve all side tickets with one click. Just press the Solve button, see screenshot below.
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